Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235B
AUM Growth
+$23.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,511
New
Increased
Reduced
Closed

Top Buys

1
+$873M
2
+$802M
3
+$763M
4
HLT icon
Hilton Worldwide
HLT
+$587M
5
WMB icon
Williams Companies
WMB
+$368M

Top Sells

1
+$1.44B
2
+$947M
3
+$927M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$394M
5
NVE
NV ENERGY, INC
NVE
+$378M

Sector Composition

1 Technology 9.16%
2 Financials 8.97%
3 Healthcare 7.57%
4 Energy 7%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$2.92M ﹤0.01%
198,998
-35,914
3027
$2.92M ﹤0.01%
66,303
-1,367
3028
$2.92M ﹤0.01%
100,476
-17,444
3029
$2.92M ﹤0.01%
88,317
-59,978
3030
$2.92M ﹤0.01%
367,289
-168,077
3031
$2.91M ﹤0.01%
48,001
+875
3032
$2.91M ﹤0.01%
159,840
-39,791
3033
$2.91M ﹤0.01%
+70,030
3034
$2.91M ﹤0.01%
148,372
-7,681
3035
$2.9M ﹤0.01%
116,942
-24,362
3036
$2.9M ﹤0.01%
98,439
+54,326
3037
$2.9M ﹤0.01%
248,932
-32,443
3038
$2.89M ﹤0.01%
75,181
+57,748
3039
$2.89M ﹤0.01%
56,696
-3,427
3040
$2.89M ﹤0.01%
51,499
-5,398
3041
$2.89M ﹤0.01%
89,256
-24,272
3042
$2.88M ﹤0.01%
78,425
-19,423
3043
$2.88M ﹤0.01%
341,710
-90,638
3044
$2.88M ﹤0.01%
228,487
+1,327
3045
$2.88M ﹤0.01%
33,552
-5,755
3046
$2.87M ﹤0.01%
212,609
-308,758
3047
$2.87M ﹤0.01%
74,625
+32,696
3048
$2.87M ﹤0.01%
41,579
+23,158
3049
$2.85M ﹤0.01%
118,299
+9,235
3050
$2.85M ﹤0.01%
2,599
-238
120 121
122
123 124